Changing a customer's partner

You can change the partner that's linked to a customer. If the new partner uses a different billing method than the original partner, this affects how the customer is billed. For example, billing could change from Billing to customer to Billing to partner.

  1. Click Organizations | Customers.
  2. Click the customer Name.
  3. Click Change Partner in the Operations panel.
  4. Select the Partner.
  5. Click Save.